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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
Allred Capital Management
Texas
$170K +$169K +11,930 New
SPIA
77
Steward Partners Investment Advisory
New York
$168K +$27.1K +1,911 +19%
TPA
78
Trivium Point Advisory
Connecticut
$165K
APA
79
American Portfolios Advisors
New York
$161K +$105K +7,405 +190%
VWA
80
Visionary Wealth Advisors
Illinois
$151K +$151K +10,633 New
PFS
81
Prospera Financial Services
Texas
$147K
PMFA
82
Plante Moran Financial Advisors
Michigan
$114K +$113K +8,000 New
SWM
83
Spire Wealth Management
Virginia
$89K +$88.2K +6,225 New
JMF
84
Johnson Midwest Financial
Iowa
$86K
CFGS
85
Concourse Financial Group Securities
Alabama
$86K +$595 +42 +0.7%
NFSG
86
Newbridge Financial Services Group
Florida
$84K -$1.87K -132 -2%
SIM
87
Sonora Investment Management
Arizona
$82K -$1.12K -79 -1%
AF
88
Allworth Financial
California
$75K
WP
89
WealthShield Partners
North Carolina
$61K +$60.6K +4,279 New
RIA
90
RPG Investment Advisory
California
$59K
US Bancorp
91
US Bancorp
Minnesota
$51K
IFAM
92
Institutional & Family Asset Management
Colorado
$43K
FIA
93
FNY Investment Advisers
New York
$38K -$60K -4,232 -61%
EWM
94
Endurance Wealth Management
Rhode Island
$36K
VBCG
95
Valley Brook Capital Group
Pennsylvania
$23K
CT
96
Caldwell Trust
Florida
$21.8K
DAC
97
Dividend Assets Capital
South Carolina
$18K +$17.7K +1,250 New
GEA
98
Glen Eagle Advisors
New Jersey
$13.2K +$241 +17 +2%
RCA
99
Ranch Capital Advisors
Florida
$11K -$13.9K -978 -54%
FF
100
FourThought Financial
Florida
$9K